InSummary

Erik Ross

Everything you need to install, set up, and run document reviews with Rosey inside Microsoft Word.

Rosey for Microsoft Word

Getting started with Rosey for Microsoft Word

Installing the Rosey add-in

Connecting Word to your Rosey account

Install the add-in, connect Word to your Rosey account, and learn how Rosey works.

Getting started

Creating a new project from Word

Adding your document to an existing project

Adding supporting material to a project

Choosing reviewers for a project

Create projects, add your document and the source materials Rosey checks against, and choose your reviewers.

Projects and supporting material

Running a review

Understanding tracked changes and comments from Rosey

Start a review and work with the tracked changes and comments Rosey returns in your document.

To Do, Review, and FYI: how Rosey organizes findings

Verifying claims and opening source documents

Reviewer reference: what each built-in reviewer does

How Rosey organizes findings, how to verify claims against your sources, and what each built-in reviewer does.

Working with findings

Managing a project from Word

Disconnecting, switching projects, and signing out

Manage your projects, switch between them, and sign out — all from Word.

Managing your account

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.